SAS Visual Analytics 7.1 Installation and Configuration Guide (Non-distributed SAS LASR )

Transcription

1 SAS Visual Analytics 7.1 Installation and Configuration Guide (Non-distributed SAS LASR ) Also applies to SAS Visual Statistics SAS Documentation

2 The correct bibliographic citation for this manual is as follows: SAS Institute Inc SAS Visual Analytics 7.1: Installation and Configuration Guide (Non-distributed SAS LASR ). Cary, NC: SAS Institute Inc. SAS Visual Analytics 7.1: Installation and Configuration Guide (Non-distributed SAS LASR ) Copyright 2014, SAS Institute Inc., Cary, NC, USA All rights reserved. Produced in the United States of America. For a hard-copy book: No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, or otherwise, without the prior written permission of the publisher, SAS Institute Inc. For a web download or e-book: Your use of this publication shall be governed by the terms established by the vendor at the time you acquire this publication. The scanning, uploading, and distribution of this book via the Internet or any other means without the permission of the publisher is illegal and punishable by law. Please purchase only authorized electronic editions and do not participate in or encourage electronic piracy of copyrighted materials. Your support of others' rights is appreciated. U.S. Government License Rights; Restricted Rights: The Software and its documentation is commercial computer software developed at private expense and is provided with RESTRICTED RIGHTS to the United States Government. Use, duplication or disclosure of the Software by the United States Government is subject to the license terms of this Agreement pursuant to, as applicable, FAR , DFAR (a), DFAR (a) and DFAR and, to the extent required under U.S. federal law, the minimum restricted rights as set out in FAR (DEC 2007). If FAR is applicable, this provision serves as notice under clause (c) thereof and no other notice is required to be affixed to the Software or documentation. The Government's rights in Software and documentation shall be only those set forth in this Agreement. SAS Institute Inc., SAS Campus Drive, Cary, North Carolina October 2014 SAS provides a complete selection of books and electronic products to help customers use SAS software to its fullest potential. For more information about our offerings, visit support.sas.com/bookstore or call SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. indicates USA registration. Other brand and product names are trademarks of their respective companies.

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5 Contents Using This Book vii Recommended Reading ix Chapter 1 Deploying SAS Visual Analytics (Non-distributed LASR) What Is Covered in This Document? SAS Visual Statistics Installation Instructions Deployment Process Overview Step 1: Create a SAS Software Depot Step 2: Check for Documentation Updates Step 3: Prepare Your Environment Step 4: Install and Configure SAS Step 5: Perform Post-Deployment Steps Step 6: Add SAS Users Step 7: Validate Your SAS Visual Analytics Deployment

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7 vii Using This Book Audience This guide documents the installation and initial configuration of SAS Visual Analytics for a non-distributed SAS LASR Analytic Server for a traditional, on-premises deployment. This guide does not include deploying any other SAS product beyond SAS Visual Analytics for non-distributed SAS LASR Analytic Server. If you are upgrading, see the SAS Guide to Software Updates, available at documentation/cdl/en/whatsdiff/66129/pdf/default/whatsdiff.pdf. Although the majority of figures in this guide are from a Microsoft Windows deployment, the experience is, for the most part, identical on Linux. Differences in the deployment between operating systems are noted. For documentation about: deploying SAS Visual Analytics for a distributed SAS LASR Analytic Server on an analytics cluster converting your SAS LASR Analytic Servers to run in distributed mode see the SAS Visual Analytics: Installation and Configuration Guide (Distributed SAS LASR), available at

8 viii Documentation Conventions SAS Installation Directory The phrase SAS installation directory refers to a host path. (The SAS installation directory is sometimes referred to as SAS Home.) For example: C:\Program Files \SASHome. SAS Configuration Directory The phrase SAS configuration directory refers to a host path that includes a configuration name and level. For example: C:\SAS\Config\Lev1. For more information, see the topic, Overview of the Configuration Directory Structure, in the SAS Intelligence Platform: System Administration Guide, available at support.sas.com/documentation/cdl/en/bisag/67481/html/default/ viewer.htm#n0v5rampodzajbn1w825qtg5lzil.htm.

9 ix Recommended Reading Here is the recommended reading list for this title: SAS Guide to Software Updates SAS LASR Analytic Server: Reference Guide SAS Visual Analytics: User's Guide System Requirements SAS Visual Analytics (Non-distributed Mode), available at /HTML/default/ SAS offers instructor-led training and self-paced e-learning courses to help you administer SAS Visual Analytics. For more information about the courses available, see support.sas.com/admintraining. For a complete list of SAS books, go to support.sas.com/bookstore. If you have questions about which titles you need, please contact a SAS Book Sales Representative: SAS Books SAS Campus Drive Cary, NC Phone: Fax: sasbook@sas.com Web address: support.sas.com/bookstore

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11 1 1 Deploying SAS Visual Analytics (Nondistributed LASR) What Is Covered in This Document? SAS Visual Statistics Installation Instructions Deployment Process Overview Step 1: Create a SAS Software Depot Step 2: Check for Documentation Updates Step 3: Prepare Your Environment Overview of Prepare Your Environment Review Your Pre-Installation Checklist Set Up User Accounts Set Up an Operating System Group Download and Install Required Third-Party Software Step 4: Install and Configure SAS Step 5: Perform Post-Deployment Steps Step 6: Add SAS Users Step 7: Validate Your SAS Visual Analytics Deployment

12 2 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) What Is Covered in This Document? This document is designed to help you quickly and efficiently deploy SAS Visual Analytics with a non-distributed SAS LASR Analytic Server on a single machine. You use a program provided by SAS called the SAS Deployment Wizard to perform the actual installation and initial configuration of SAS Visual Analytics. The deployment wizard is an easy-to-use program that prompts you for the necessary information to automatically install and configure SAS Visual Analytics. The deployment wizard prompts you for information that might require input from your site s IT team. Some of the answers that you provide (such as user names and passwords) should be recorded because you (or someone at your site) will need this information later to use and administer SAS Visual Analytics. Figure 1.1 Example of a SAS Deployment Wizard Page This document gives you step-by-step instructions to successfully deploy SAS Visual Analytics. If you find that you require more information about the deployment wizard configuration prompts, you can do the following:

13 SAS Visual Statistics Installation Instructions 3 Click the Help button on the wizard page for the prompt in question. Figure 1.2 Location of the Help Button on a SAS Deployment Wizard Page See the SAS Visual Analytics: Installation and Configuration Guide (Distributed SAS LASR), available at index.html. If you find that you need more information about using the deployment wizard itself, see the SAS Deployment Wizard and SAS Deployment Manager: User's Guide, available at default/user.pdf. SAS Visual Statistics Installation Instructions If SAS Visual Statistics is part of your order, then when you perform the steps in this document for installing and configuring SAS Visual Analytics, you are also installing and configuring SAS Visual Statistics.

14 4 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) Deployment Process Overview The following list summarizes the steps required to install and configure SAS Visual Analytics on a single machine: 1 Create a SAS Software Depot. 2 Check for documentation updates. 3 Prepare your environment. 4 Install and configure SAS Visual Analytics. 5 Perform post-deployment steps. 6 Add SAS Visual Analytics users to the system. 7 Validate your SAS Visual Analytics deployment. Subsequent sections in this guide provide the step-by-step instructions that you need to complete these tasks. Although the majority of figures in this guide are from a Microsoft Windows deployment, the experience is, for the most part, identical on Linux. Differences in the deployment between operating systems are noted. Step 1: Create a SAS Software Depot SAS Visual Analytics must be installed from a SAS Software Depot, which is a repository for your SAS software media. If you already have a SAS Software Depot, skip to Step 3: Prepare Your Environment on page 11.

15 Step 1: Create a SAS Software Depot 5 Figure 1.3 Windows Explorer Displaying a SAS Software Depot Note: If you receive your SAS Visual Analytics order by electronic software download (ESD), refer to your software order (SOE) for instructions on how to download your SAS order and create a SAS Software Depot. If you have already downloaded your SAS order, your SAS Software Depot is automatically created for you. Proceed to Step 2: Check for Documentation Updates on page 10. If your installation media is in DVD format, create a SAS Software Depot by following these steps: 1 Insert Disk 1 into your DVD drive. 2 If the SAS Deployment Wizard does not automatically launch, open the DVD in Windows Explorer, right-click setup.exe, and select Run as administrator.

16 6 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 3 When prompted, select your language, and click OK. 4 On the Select Deployment Task page of the SAS Deployment Wizard, select Create or Add to a SAS Software Depot.

17 5 On the Specify Order Details page, click Next. Step 1: Create a SAS Software Depot 7

18 8 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 6 On the Specify Order Options page, select Include complete order contents, and click Next. 7 On the Specify SAS Software Depot Directory page, specify the location where you want to create your SAS Software Depot, and click Next. The location can be on the local machine or it can be on a network drive.

19 Step 1: Create a SAS Software Depot 9 8 If the directory that you specify does not exist, the wizard prompts you. If you want it to create the directory for you, click Yes. 9 On the Final Review page, click Start to create the SAS Software Depot.

20 10 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) Step 2: Check for Documentation Updates It is very important to check for late-breaking installation information in SAS Notes and to review the system requirements for your SAS software. SAS Notes system requirements See the system requirements for SAS Visual Analytics (non-distributed), available at HTML/default/.

21 Step 3: Prepare Your Environment 11 Step 3: Prepare Your Environment Overview of Prepare Your Environment Before you can deploy your SAS software, you need to prepare your server machine. This includes: Review your pre-installation checklist. Set up required operating system user accounts. Create the required operating system group. Install third-party software required by SAS Visual Analytics. Review Your Pre-Installation Checklist Your SAS software order contains a pre-installation checklist that gives a comprehensive list of actions that you must do to prepare your system before deploying SAS Visual Analytics. The checklist is located in your SAS Software Depot in the plan_files directory. Checklists are bundled with deployment plans, topology diagrams, and other documents. All of these are available on support.sas.com. Set Up User Accounts User accounts that are needed for your SAS deployment can be either local accounts on the machine on which you are deploying SAS, or domain accounts that have access to the machine. Although you can use your own account names, SAS recommends using the names that are listed in the following table. If you choose to use different account names, be sure to record the names for future reference.

22 12 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) Table 1.1 Pre-installation Checklist for User Accounts User Account Operating System Recommended User ID User Rights Needed SAS Installer Both my-domain\sas or my-machine\sas SAS Spawned Servers* Windows Linux Both Windows Linux Log on as a batch job The group that you designate as the primary group for the SAS installer must contain the SAS Spawned Servers account. my-domain\sassrv or my-machine\sassrv Log on as a batch job Member of a group that is the primary group for the SAS installer. (This group does not have to be the primary group for the SAS Spawned Servers account.) SAS First User* Both my-domain\sasdemo or my-machine\sasdemo Windows Log on as a batch job Linux * The SAS Deployment Wizard automatically assigns the Log on as a batch job right to the SAS Spawned Servers account and SAS First User account. The accounts that are listed in the preceding table have the following purposes: SAS Installer is used to install SAS. After you create the account, log on to the machine with this account to perform the deployment. It is recommended that this account remain available for future SAS maintenance and updates.

23 Step 3: Prepare Your Environment 13 SAS Spawned Servers is the process owner for SAS Stored Process Servers and SAS Pooled Workspace Servers on the machine. During the SAS deployment, the SAS Deployment Wizard prompts you to enter the account name and password for this account. SAS First User is used for demonstration purposes. This account is often referred to as sasdemo. During the SAS deployment, the SAS Deployment Wizard prompts you to specify the account name for this account. The SAS First User account is not a required account. However, it is used for the purposes of this installation guide. Set Up an Operating System Group Set Up the SAS Server Users Group (Windows) To run SAS on Windows, users must have the Log on as a batch job right on the machine that hosts the server. We recommend that you create a group on the server, add SAS users to the group, and then assign that group the Log on as a batch job right. Note: The SAS Deployment Wizard automatically assigns the Log on as a batch job right for the SAS Spawned Servers account and SAS First User account. To create the SAS Server Users group and assign the Log on as a batch job right, do the following: 1 Click Start. In the Search programs and files field, enter Computer Management, and select it from the Start menu when it appears. 2 Expand Local Users and Groups. 3 Right-click Groups, and select New Group. 4 Name the group SAS Server Users, and click Create. 5 Assign the Log on as a batch job right to the new SAS Server Users group. Click Start. In the Search programs and files field, enter Local Security Policy, and select it from the Start menu when it appears.

24 14 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 6 In the left pane of the Local Security Policy window, expand Local Policies, and click User Rights Assignment. 7 In the right pane under the Policy column, double-click Log on as a batch job. This displays the Log on as a batch job Properties dialog box. 8 On the Local Security Setting tab, click Add User or Group. In the Enter the object names to select field, enter SAS Server Users, and click Check Names to select the SAS Server Users group. Then, click OK to return to the Log on as a Batch Job Properties dialog box. Verify that the new group that you created appears in the text box on the Local Security Setting tab. 9 Click OK to close the dialog box and return to the Local Security Policy window. In the future, any new SAS users that you add to your SAS system can be granted the Log on as a batch job right by adding them to the SAS Server Users group in Windows. Because the SAS Server Users group was assigned the Log on as a batch job right, it is not necessary to explicitly assign this right to users in the Local Security Policy window. Set Up the sas Group (Linux) To run SAS on Linux, you should create an operating system group (sas) and make it the primary group for the Linux SAS installer user. The SAS Spawned Servers account should be made a member of the sas group. (Members of this group are given access to certain directories and files created by the SAS Deployment Wizard.) For information about creating groups and adding user accounts, see your Linux documentation. Download and Install Required Third-Party Software SAS Visual Analytics requires that your machine have the following third-party software installed: Windows PowerShell

25 Windows PowerShell is a configuration management and task automation framework from Microsoft that is required by SAS Visual Analytics. Later, you are prompted for the Windows PowerShell installation path here: Step 18 on page 32. Python Python is a general-purpose programming language required by SAS Information Retrieval Studio. Later, you are prompted for the Python installation path here: Step 17 on page 31. JUnit Step 3: Prepare Your Environment 15 To run certain test suites, the SAS Deployment Tester requires JUnit, which is an open-source framework for writing and running tests in the Java programming language. Later, you are prompted for the JUnit installation path here: Step 55 on page 69. If you need any of this software, you can download it from SAS Support for Additional Software Products. If your machine does not have this third-party software, note the location where you installed it. (See the following table.) Table 1.2 Pre-installation Checklist for Third-Party Software Third-Party Software Default Installation Path Actual Installation Path Windows PowerShell Python JUnit C:\Windows \System32\WindowsPowerShell\v1.0 C:\Python27 C:\junit\junit jar

26 16 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) Step 4: Install and Configure SAS To install and configure SAS Visual Analytics, you use a standard deployment plan. A deployment plan is similar to a recipe that tells the SAS Deployment Wizard how to install your software order. Later in this topic, you are asked to choose between two standard deployment plans that are labeled SAS Visual Analytics, two machines. The first machine contains the SAS Visual Analytics server tier, middle tier, and administrative clients. The second machine contains administrative clients. These two plans differ only in that one plan is used for a Windows server and middle tier, and the other plan is used for a Linux server and middle tier. This topic describes how to deploy SAS Visual Analytics on the server and middle tier machine. If you want to deploy on additional client machines, then rerun the deployment wizard on one or more additional machines, making sure to select Step 4: Clients on the Select Deployment Step and Products to Install page on page 23. Note: Actually, these deployment plans can accommodate additional machines if you want to cluster your SAS Metadata Server (Step 2) or your middle tier (Step 3). For more information, see SAS Visual Analytics: Installation and Configuration Guide (Distributed SAS LASR). To install and configure SAS Visual Analytics on a single machine, follow these steps: 1 Log on to the machine using the SAS installer account that you created earlier or using an account that is a member of the Windows Administrators group. 2 Temporarily disable all anti-virus, anti-malware, anti-spyware, and firewall software. These types of programs can interfere with the deployment process and block files as they are being copied and extracted. 3 On Windows, start Windows Explorer, and navigate to the highest-level directory in your SAS Software Depot. Right-click setup.exe, and select Run as administrator.

27 Step 4: Install and Configure SAS 17 On Linux, navigate to the highest-level directory in your SAS Software Depot, and run setup.sh.

28 18 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 4 Choose Language From the drop-down list, select the language that you want the SAS Deployment Wizard to use when it displays text, and click OK.

29 Step 4: Install and Configure SAS 19 5 Select Deployment Task Select Install SAS Software, and click Next.

30 20 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 6 Specify SAS Home If you want to specify a different location where SAS is installed other than the default, enter this path in SAS Home. Click Next. Although your SAS installation directory (which the wizard refers to as SAS Home) and SAS configuration directories can share the same parent directory, one directory cannot reside inside another. Also, the SAS installation directory should not be a directory within your SAS Software Depot.

31 Step 4: Install and Configure SAS 21 7 Select Deployment Type Confirm that Perform a Planned Deployment, Install SAS Software, and Configure SAS Software are all selected. Click Next.

32 22 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 8 Specify Deployment Plan Select Select a standard deployment plan. On Windows, from the drop-down menu, select SAS Visual Analytics, two machines, wx6. On Linux, from the drop-down menu, select SAS Visual Analytics, two machines, lax and wx6. Click Next.

33 Step 4: Install and Configure SAS 23 9 Select Deployment Step and Products to Install In Deployment Step, make sure that Step 1: Server and Middle Tier is selected. Click Next.

34 24 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 10 Specify SAS Installation Data File Click Browse, locate your SAS installation data file, and then click Next.

35 Step 4: Install and Configure SAS Select Language Support Click Clear All. (English remains selected as the default language.) Add any additional languages that you want SAS to support, and then click Next.

36 26 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 12 Select Regional Settings Accept the default value of English (United States), or select a different language, region, and locale in Language (Region) [Locale]. Click Next.

37 Step 4: Install and Configure SAS Select Authentication Type (Linux only) Do not change any of the default values displayed on this page. Click Next.

38 28 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 14 Note: Generally speaking, you should not change any port values unless a port is already used by another application. See your pre-installation checklist for the complete list of ports that SAS Visual Analytics requires. For more information, see Review Your Pre-Installation Checklist on page 11. Specify Remote Communication Configuration Do not change the default information that is displayed on this page. Click Next.

39 Step 4: Install and Configure SAS Checking System Wait while the SAS Deployment Wizard checks your system. When it is finished, click Next.

40 30 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 16 Review Required Software Review the list of third-party software that is required for the SAS software that you are installing on the current machine. Click Next.

41 Step 4: Install and Configure SAS Specify Software Location Click Next. If the path is incorrect, the wizard does not proceed. In this case, enter the correct path where the third-party software is installed that you recorded in Table 1.2 on page 15. Click Next.

42 32 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 18 Specify Software Location Click Next. If the path is incorrect, the wizard does not proceed. In this case, enter the correct path where the third-party software is installed that you recorded in Table 1.2 on page 15. Click Next.

43 Step 4: Install and Configure SAS Select Configuration Prompting Level Make sure that Typical is selected, and click Next.

44 34 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 20 Specify Configuration Information Do not change the default information that is displayed on this page. Click Next.

45 Step 4: Install and Configure SAS Local Machine Name In Fully-qualified Local Host Name, enter the complete name of the local host. The fully qualified local host name typically takes the form of the local host name plus the domain name server (for example, MyMachine.example.com). TIP If you do not know the domain name used at your site, check with your system administrator. In Short Local Host Name, enter a short host name. The short local host name is the abbreviated, more common method of referring to the host, usually only a single word (for example, MyMachine).

46 36 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 22 Migration Information Do not select Perform migration. Click Next.

47 Step 4: Install and Configure SAS Windows Options (Windows only) Do not change any of the default values displayed on this page. Click Next.

48 38 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 24 Windows Shortcuts (Windows only) In Create Windows Shortcuts, make sure that For All Users is selected. Click Next.

49 Step 4: Install and Configure SAS Integrated Windows Authentication Do not select Use Integrated Windows authentication. Click Next.

50 40 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 26 Token Based Authentication Do not select Use SAS token authentication. Click Next.

51 Step 4: Install and Configure SAS SAS Metadata Server Do not change the default information that is displayed on this page. Click Next.

52 42 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 28 SAS Metadata Server: Override Backup Location Do not change the default information that is displayed on this page. Click Next.

53 Step 4: Install and Configure SAS SAS Metadata Server: Override Service Login Account (Windows only) Do not change the default information that is displayed on this page. Click Next.

54 44 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 30 Deployment Accounts: Type of Accounts Do not change the default information that is displayed on this page. Click Next.

55 Step 4: Install and Configure SAS External Account: Installer In the relevant fields, enter the user ID and password for the Installer account that you are using to install and configure SAS. (This should be the user account under which you are currently logged on.) Prefix the user ID with either the domain or machine name (for example, domain \user-id or machine-name\user-id). Click Next.

56 46 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 32 Automatic Script Execution (Linux only) Select Run setuid.sh with my ID and password for the deployment wizard to attempt to run the script with the credentials that you provide. You see this page on Linux for SAS products that require you run the setuid.sh script with sudo privileges. If you select this option, you will be asked on a subsequent page for the sudo password (if you are deploying a metadata server, you have already provided this information), and as it installs your software, the deployment wizard attempts to run the script with the credentials you provided. If you do not select this option, you will have to run setuid.sh manually during installation (and configuration if you have chosen to configure) is complete. Note that setuid.sh must be run as root in order to complete successfully. If you have any concerns with the SAS Deployment Wizard running as root or you do not know the sudo information for the machine that you are installing on, you should not select this option. For more information, see Step 87 on page 102.

57 Step 4: Install and Configure SAS SAS Internal Account: Unrestricted Administrator Enter and confirm the password that will be used for the internal account. Click Next. Note: Remember this password as you will need it in the future.

58 48 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 34 SAS Internal Account: Trusted User Enter and confirm the password that will be used for the internal sastrust@saspw account. Click Next. Note: Remember this password as you will need it in the future.

59 Step 4: Install and Configure SAS Anonymous Web Access Make sure that Enable anonymous web access is selected. Click Next.

60 50 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 36 SAS Internal Account: Anonymous Web User Enter and confirm the password that will be used for the internal webanon@saspw account. Click Next. Note: Remember this password as you will need it in the future.

61 Step 4: Install and Configure SAS SAS Visual Analytics: Allow Guest Access Do not change any of the default values displayed on this page. Click Next.

62 52 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 38 External Account: SAS Spawned Servers Account In the relevant fields, enter the user ID and password for the SAS Spawned Servers account. Note: Remember this password as you will need it in the future. Prefix the user ID with either the domain or machine name (for example, domain \user-id or machine-name\user-id). Click Next.

63 Step 4: Install and Configure SAS Deployment Accounts: First User Select Set up a First User Identity. Click Next. The SAS First User account, which is often referred to as sasdemo, is used for demonstration purposes. Although it is not required, the SAS First User account can be used to validate your deployment.

64 54 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 40 External Account: First User In External User ID, enter the user ID for the SAS First User account. Prefix the user ID with either the domain or machine name (for example, domain \user-id or machine-name\user-id). Click Next.

65 Step 4: Install and Configure SAS Server Encryption Do not change the default information that is displayed on this page. Click Next.

66 56 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 42 Estimated System Size Do not change the default information that is displayed on this page. Click Next.

67 Step 4: Install and Configure SAS Server In Host Name, enter the host name for an SMTP server at your site. SAS uses this server to send alerts for system-related issues to an administrator. Click Next. TIP If you do not know the name of the SMTP server at your site, check with your system administrator.

68 58 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 44 Addresses In Recipient Address, enter a valid address that the SAS can use to send alerts for system-related issues. Click Next.

69 Step 4: Install and Configure SAS SAS Object Spawner Do not change the default information that is displayed on this page. Click Next.

70 60 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 46 SAS Object Spawner: Port Bank Do not change the default information that is displayed on this page. Click Next.

71 Step 4: Install and Configure SAS SAS Application Server: Server Context Do not change the default information that is displayed on this page. Click Next.

72 62 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 48 SAS Workspace Server Do not change the default information that is displayed on this page. Click Next.

73 Step 4: Install and Configure SAS SAS Pooled Workspace Server Do not change the default information that is displayed on this page. Click Next.

74 64 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 50 SAS Stored Process Server Do not change the default information that is displayed on this page. Click Next.

75 Step 4: Install and Configure SAS SAS Stored Process Server: Multibridge Connections Do not change the default information that is displayed on this page. Click Next.

76 66 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 52 SAS Web Infrastructure Platform Data Server Enter and confirm a password that SAS will create for the dbmsowner user ID. Click Next. Note: Remember this password as you will need it in the future. Do not change the default information that is displayed on this page.

77 Step 4: Install and Configure SAS SAS DATA Step Batch Server Do not change the default information that is displayed on this page. Click Next.

78 68 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 54 Operating System Services Scheduling Server Do not change the default information that is displayed on this page. Click Next.

79 Step 4: Install and Configure SAS SAS Deployment Tester Server Do not change the default port information that is displayed on this page. In JUnit JAR File, enter the JAR file path (for example, C:\junit \junit jar) or click Browse to select it. Click Next.

80 70 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 56 SAS Web Server: Automated or Manual Configuration Option Do not change the default information that is displayed on this page. Click Next.

81 Step 4: Install and Configure SAS SAS Web Server: Configuration Do not change the default information that is displayed on this page. Click Next.

82 72 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 58 SAS Web Application Server: JMS Configuration Do not change the default information that is displayed on this page. Click Next.

83 Step 4: Install and Configure SAS SAS Web Application Server: Cache Locator Configuration Do not change the default information that is displayed on this page. Click Next.

84 74 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 60 SAS Web Application Server: Server Configuration Do not change the default information that is displayed on this page. Click Next.

85 Step 4: Install and Configure SAS SAS Web Application Server: Server Ports Do not change the default information that is displayed on this page. Click Next.

86 76 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 62 Web Applications: Automatic Deployment Do not change the default information that is displayed on this page. Click Next.

87 Step 4: Install and Configure SAS Scheduling Services Cache Locator Do not change the default information that is displayed on this page. Click Next.

88 78 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 64 Scheduling Services DIP JobRunner Do not change the default information that is displayed on this page. Click Next.

89 Step 4: Install and Configure SAS SAS Web Application Themes Do not change the default information that is displayed on this page. Click Next.

90 80 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 66 IP Multicast Version (Linux only) Do not change the default information that is displayed on this page. Click Next.

91 Step 4: Install and Configure SAS IP Multicast Do not change the default information that is displayed on this page. Click Next.

92 82 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 68 SAS Content Server: Repository Directory Do not change the default information that is displayed on this page. Click Next.

93 Step 4: Install and Configure SAS SAS Web Infrastructure Platform Database: JDBC Properties Enter and confirm a password that SAS will create for the SharedServices user ID. Click Next. Note: Remember this password as you will need it in the future.

94 84 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 70 SAS Environment Manager: Administration Database Configuration Enter and confirm a password that SAS will create for the adminowner user ID. Click Next. Note: Remember this password as you will need it in the future. Do not change the default user ID information that is displayed on this page.

95 Step 4: Install and Configure SAS SAS Internal Account: SAS Environment Manager Service Account Enter and confirm a password that SAS will create for the SAS Environment Manager service account (sasevs@saspw). Click Next. Note: Remember this password as you will need it in the future. The password must contain at least six characters. Make sure that you supply the same password that was specified in any previous SAS Environment Manager configuration prompts.

96 86 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 72 SAS Environment Manager: Configuration Do not change the default information that is displayed on this page. Click Next.

97 Step 4: Install and Configure SAS SAS Environment Manager: Database Configuration Enter and confirm a password and an encryption passphrase that the deployment wizard will use when creating credentials for the EVManager user ID. Click Next. Note: Remember this password and passphrase as you will need them in the future. The password must contain at least six characters. The passphrase must be at least eight characters long and can contain letters and numbers only.

98 88 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 74 SAS Environment Manager Agent Configuration Do not change the default information that is displayed on this page. Click Next.

99 Step 4: Install and Configure SAS SAS Environment Manager Enablement Kit Database Credentials Enter and confirm a password that SAS will create for the default SAS Environment Manager Enablement Kit user ID. Click Next. Do not change the user ID information that is displayed on this page. Note: Remember this password as you will need it in the future.

100 90 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 76 SAS Flex Application Themes Do not change the default information that is displayed on this page. Click Next.

101 Step 4: Install and Configure SAS SAS Visual Analytics High-Performance Configuration Information Do not change any of the default values displayed on this page. Click Next.

102 92 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 78 SAS Visual Analytics Public Data Provider Do not change any of the default values displayed on this page. Click Next.

103 Step 4: Install and Configure SAS SAS Visual Analytics Public Data Library Information Do not change any of the default values displayed on this page. Click Next.

104 94 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 80 SAS Visual Analytics AutoLoad Location Do not change any of the default values displayed on this page. Click Next.

105 Step 4: Install and Configure SAS SAS Visual Analytics: SAS LASR Analytic Server Library Do not change any of the default values displayed on this page. Click Next.

106 96 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 82 SAS Visual Analytics: Public LASR Libraries Do not change any of the default values displayed on this page. Click Next.

107 Step 4: Install and Configure SAS SAS Visual Analytics Services Database Credentials Enter and confirm the password to be used for the vatadm account. Click Next. Do not change the user ID information that is displayed on this page. Note: Remember this password as you will need it in the future.

108 98 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 84 SAS Visual Analytics Transport Service: Whitelist Mobile Devices Do not change any of the default values displayed on this page. Click Next.

109 Step 4: Install and Configure SAS SAS Deployment Backup and Recovery Tool: Enable Central Vault Do not change the default information that is displayed on this page. Click Next. TIP If you are deploying a SAS solution, you should refer to your solution-specific documentation to complete your deployment.

110 100 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 86 Deployment Summary Make one of the following choices: o o o Click Start to begin installing SAS files and writing the configuration to the current machine. The deployment wizard launches the installation and configuration process and provides an on-going status update. Click Back to navigate to earlier wizard pages to change installation and configuration information previously entered. Click Cancel to terminate the wizard session. Note that you will lose installation and configuration information previously entered. CAUTION! If you encounter a situation in which the deployment wizard reports a configuration failure, leave the error message displayed and do not continue. Consult additional documentation and, if necessary, contact SAS Technical Support. Moving past an error most often results in having to delete your deployment and start over.

111 Step 4: Install and Configure SAS 101 On Windows, the deployment wizard checks to make sure that your machine contains the minimum system requirements necessary to run SAS 9.4. Sometimes it is necessary to reboot your machine after the wizard has installed certain system components. When this occurs, the wizard prompts you to log back on to the machine and continues to the next configuration step in your SAS deployment process.

112 102 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 87 Insufficient Permissions (Linux only) Keeping this dialog box displayed, run the setuid.sh script as root, and then click Retry. You will not see this dialog box if you chose earlier to run setuid.sh as sudo using your password. For more information, see Step 32 on page 46.

113 Step 4: Install and Configure SAS Deployment Complete Green check marks next to every item on this page indicate that your deployment completed successfully. Click Next. If your deployment was successful, then you are ready to perform the postdeployment steps that are documented in Step 5: Perform Post-Deployment Steps on page 105. If you received errors during your deployment, then contact SAS Technical Support at Attach to your the files listed in Appendix 3, Review SAS Deployment Tool Documents, Reports, and Logs, in SAS Intelligence Platform: Installation and Configuration Guide.

114 104 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) 89 Additional Resources Click Finish to close the SAS Deployment Wizard.

115 Step 5: Perform Post-Deployment Steps Configuration Guidelines and Details To complete your SAS deployment, review Configuration Guidelines and Details and perform the steps listed. Configuration Guidelines and Details (Instructions.html) is automatically generated by the deployment wizard and has post-installation steps specific to your SAS order that you must perform. Step 5: Perform Post-Deployment Steps After your deployment has completed, there are some post-deployment steps specific for your SAS order that are documented in your Instructions.html file. Located in SASconfiguration-directory\Documents, Instructions.html provides the steps for checking that your SAS servers are running and that your web applications were properly deployed.

116 106 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) Figure 1.4 Configuration Guidelines and Details (Instructions.html) If you have not already done so, use Instructions.html and perform all the postdeployment steps that it contains. Remember to restart any anti-virus, anti-malware, anti-spyware, and firewall software that you disabled to deploy SAS. Proceed to Step 6: Add SAS Users Step 6: Add SAS Users Now that you have deployed SAS and successfully validated that your software is working properly, it is time to add your SAS users to the SAS system. Adding host or domain accounts for SAS users to the SAS metadata gives each user a SAS metadata identity. This enables SAS users to use the software and access SAS metadata objects.

117 For more information, see SAS Management Console: Guide to Users and Permissions, available at mcsecug.pdf. Perform the following steps to add SAS users to SAS metadata: 1 Grant the host or domain accounts for each user the required Log on as a batch job right. You can do this by adding the user accounts to the SAS Server Users group that was created in the section Set Up an Operating System Group on page Create a metadata identity for each user. Follow these steps using SAS Management Console: a Step 6: Add SAS Users 107 From the Windows Start menu, select All Programs SAS SAS Management Console.

118 108 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) b In the Log On dialog box, enter the credentials for the SAS Unrestricted User (sasadm@saspw) and the password specified when you deployed SAS.

119 Step 6: Add SAS Users 109 c Select User Manager. d Select Actions New User.

120 110 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) e In the Name text box, enter the name of the user. f Click the Accounts tab, and then click New.

121 Step 6: Add SAS Users 111 g Enter the fully qualified user ID (for example, domain\user-id or machine\user- ID). Leave the Password field blank and keep the default value DefaultAuth for the Authentication Domain field. h i Click OK. Then, click OK again. Proceed to Step 7: Validate Your SAS Visual Analytics Deployment.

122 112 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) Step 7: Validate Your SAS Visual Analytics Deployment Below is a list of suggestions that you can use to validate your non-distributed SAS Visual Analytics deployment. The SAS Visual Analytics documentation referenced is available at Table 1.3 Validation Suggestions for SAS Visual Analytics Purpose Actions More Information Create an account for use later in the validation. Create a SAS identity for use later in the validation.* Create sample data for use later in the validation. Validate that the home page is running and valid logins are accepted. 1 Use the SAS LASR Analytic Server installer account (sas), or create a new administrator account such as saslasradm. 2 Assign the Windows user right Log on as a batch job to the account. In SAS Management Console: 1 Define a SAS Visual Analytics Administrator (use the account created previously (saslasradm)). 2 Assign the administrator to the Visual Analytics Data Administrators and Visual Data Builder Administrators groups. In SAS Management Console, define a library and register a table. (You can use Sashelp:!SASROOT/sashelp.) Log on to the home page as saslasradm. ( SASVisualAnalyticsHub) See your operating system documentation. SAS Management Console: Guide to Users and Permissions SAS Intelligence Platform: Data Administration Guide SAS Visual Analytics: User's Guide

123 Step 7: Validate Your SAS Visual Analytics Deployment 113 Purpose Actions More Information Demonstrate that SAS Visual Analytics Administrator is functional and able to communicate with the SAS LASR Analytic Server. Demonstrate that SAS Visual Data Builder is functional.* Demonstrate that SAS Visual Analytics Explorer is functional.** Demonstrate that SAS Visual Analytics Viewer is functional. Demonstrate that SAS Visual Analytics Designer is functional. On the home page, click Administrator. Then, do the following: 1 Start a SAS LASR Analytic Server. 2 Add a SAS table directly to SAS LASR Analytic Server. On the home page, click Create Data Query. Then, do the following: 1 Create a data query. 2 Click Home in the banner to return to the home page. On the home page, click Create Exploration. Then, do the following: 1 Create an exploration. 2 Click Home in the banner to return to the home page. On the home page, click Create Report. Then, do the following: 1 Create a report. 2 Click Home in the banner to return to the home page. On the home page, click on a report. Use the object inspector on the home page to view details about the report, and then click View. SAS Visual Analytics: Administration Guide SAS Visual Analytics: User's Guide SAS Visual Analytics: User's Guide SAS Visual Analytics: User's Guide SAS Visual Analytics: User's Guide

124 114 Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR) Purpose Demonstrate that SAS Mobile BI is operable. Actions Deploy SAS Mobile BI. View a SAS Visual Analytics report on a mobile device. More Information SAS Visual Analytics: User's Guide * SAS Visual Data Builder requires that an identity be a member of the Visual Data Builder Administrators group. Members of the Visual Analytics Data Administrators group do not have access to SAS Visual Data Builder. ** Some SAS orders do not contain the SAS Visual Analytics Explorer. Now that you have verified your deployment, you are ready to begin using SAS Visual Analytics. For information about how to use SAS Visual Analytics, see SAS Visual Analytics: User's Guide, available at /PDF/default/vaug.pdf.